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domain.enums.asset_type

src.domain.enums.asset_type

Asset type enumeration.

This module defines the security/asset classification for transactions. Only populated for TRADE transactions.

Classes

AssetType

Bases: str, Enum

Type of security/asset involved in transaction.

Only populated for TRADE transactions. Captures what KIND of instrument was traded, separate from the action (buy/sell).

This allows the same BUY subtype to work for: - Stocks: BUY + EQUITY - Options: BUY + OPTION (with option_type for call/put) - ETFs: BUY + ETF - Mutual Funds: BUY + MUTUAL_FUND - Bonds: BUY + FIXED_INCOME - Crypto: BUY + CRYPTOCURRENCY

Examples:

>>> # Stock purchase
>>> asset_type = AssetType.EQUITY
>>> # Option purchase
>>> asset_type = AssetType.OPTION
>>> # ETF purchase
>>> asset_type = AssetType.ETF
Source code in src/domain/enums/asset_type.py 
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class AssetType(str, Enum):
    """Type of security/asset involved in transaction.

    Only populated for TRADE transactions. Captures what KIND of
    instrument was traded, separate from the action (buy/sell).

    This allows the same BUY subtype to work for:
    - Stocks: BUY + EQUITY
    - Options: BUY + OPTION (with option_type for call/put)
    - ETFs: BUY + ETF
    - Mutual Funds: BUY + MUTUAL_FUND
    - Bonds: BUY + FIXED_INCOME
    - Crypto: BUY + CRYPTOCURRENCY

    Examples:
        >>> # Stock purchase
        >>> asset_type = AssetType.EQUITY
        >>> # Option purchase
        >>> asset_type = AssetType.OPTION
        >>> # ETF purchase
        >>> asset_type = AssetType.ETF
    """

    EQUITY = "equity"  # Stocks (common, preferred)
    ETF = "etf"  # Exchange-traded funds
    OPTION = "option"  # Options contracts
    MUTUAL_FUND = "mutual_fund"  # Mutual funds
    FIXED_INCOME = "fixed_income"  # Bonds, CDs, treasuries
    FUTURES = "futures"  # Futures contracts
    CRYPTOCURRENCY = "cryptocurrency"  # Crypto assets
    CASH_EQUIVALENT = "cash_equivalent"  # Money market, etc.
    OTHER = "other"  # Unknown/other